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Stelac Advisory Services’s iShares MBS ETF MBB Stock Holding History

Stelac Advisory Services’s Portfolio MBB Stock Details MBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2M Hold
21,192
– – 0.37% 58
2026
Q1 		$2.01M Buy
21,192
+551
+3% +$52.6K 0.41% 63
2025
Q4 		$1.97M Sell
20,641
-525
-2% -$50.1K 0.69% 34
2025
Q3 		$2.01M Buy
21,166
+450
+2% +$42.3K 0.7% 34
2025
Q2 		$1.95M Hold
20,716
– – 0.74% 34
2025
Q1 		$1.94M Buy
20,716
+915
+5% +$84.6K 0.8% 34
2024
Q4 		$1.82M Buy
19,801
+655
+3% +$61K 0.71% 35
2024
Q3 		$1.83M Buy
19,146
+3,213
+20% +$304K 0.74% 34
2024
Q2 		$1.46M Buy
15,933
+835
+6% +$76.1K 0.61% 37
2024
Q1 		$1.4M Buy
15,098
+3,383
+29% +$313K 0.66% 35
2023
Q4 		$1.1M Sell
11,715
-3,482
-23% -$312K 0.59% 36
2023
Q3 		$1.35M Buy
15,197
+3,186
+27% +$291K 0.74% 36
2023
Q2 		$1.12M Buy
12,011
+6,529
+119% +$614K 0.5% 39
2023
Q1 		$519K Sell
5,482
-11,256
-67% -$1.06M 0.23% 80
2022
Q4 		$1.55M Sell
16,738
-5,890
-26% -$543K 0.7% 36
2022
Q3 		$2.07M Buy
22,628
+522
+2% +$50.6K 0.94% 34
2022
Q2 		$2.15M Sell
22,106
-2,260
-9% -$222K 0.87% 36
2022
Q1 		$2.48M Sell
24,366
-13,849
-36% -$1.45M 0.89% 29
2021
Q4 		$4.11M Sell
38,215
-952
-2% -$102K 1.11% 30
2021
Q3 		$4.24M Sell
39,167
-1,772
-4% -$192K 1.14% 26
2021
Q2 		$4.43M Buy
40,939
+6,585
+19% +$714K 1.01% 26
2021
Q1 		$3.73M Sell
34,354
-10,340
-23% -$1.13M 1.37% 16
2020
Q4 		$4.92M Sell
44,694
-15,265
-25% -$1.68M 1.27% 17
2020
Q3 		$6.62M Buy
59,959
+33,943
+130% +$3.75M 2.26% 11
2020
Q2 		$2.88M Buy
26,016
+15,524
+148% +$1.72M 1.12% 21
2020
Q1 		$1.16M Buy
10,492
+9,392
+854% +$1.02M 0.56% 32
2019
Q4 		$119K Buy
+1,100
New +$119K 0.09% 82

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Stelac Advisory Services's MBB Position: Q2 2026 in Review

Stelac Advisory Services held its iShares MBS ETF (MBB) position steady in Q2 2026 at 21,192 shares worth $2M. The position accounts for 0.37% of the portfolio, ranked #58.

Stelac Advisory Services first reported a position in MBB in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.62M in Q3 2020. 1,028 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • Stelac Advisory Services held 21,192 shares of iShares MBS ETF worth $2M as of Q2 2026.
  • Stelac Advisory Services left its iShares MBS ETF share count unchanged in Q2 2026.
  • iShares MBS ETF made up 0.37% of Stelac Advisory Services's portfolio in Q2 2026, its #58 holding.
  • Stelac Advisory Services first reported a position in iShares MBS ETF in Q4 2019 and has held it in 27 quarters since.
  • Stelac Advisory Services's iShares MBS ETF position peaked at $6.62M in Q3 2020.
  • 1,028 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on Stelac Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.